association of educational service agencies 2017-18 annual ... annual report for website.pdf ·...

www.aesa.us @AESANetwork

Association

of

Educational Service

Agencies

2017-18 Annual Report

The Association of Educational Service Agencies is a professional organization serving

educational service agencies (ESAs) throughout the United States. We are positioned to

reach well over 80% of public school districts, over 83% of the private schools, over 80% of

certified teachers, more than 80% of non-certified school employees and, well over 80% of

public and private school students. Our mission is to support and strengthen regional

educational service agencies.

Leadership ● Networking ● Advocacy


4031 FM 1463 Road, Suite 40-282, Katy, TX 77494 (832) 437-8231


TABLE OF CONTENTS

1. Next Generation of AESA: Bold Steps ………………………………………………………….. 2

2. Align National and State Programs to an Annual Association Theme…………………….. 3

a. 2017-18 Events …………………………………………………………………………….. 4

3. Design and Launch a National Advocacy Campaign …………………………………………. 5

a. 2017-18 Policy Priorities ………………………………………………………………….. 6

4. Initiate AESA Governance Reform to Reflect Diversity ……………………………………… 7

a. AESA Executive Council ………………………………………………………………….. 8

b. State Association Executive Directors…………………………………………………... 9

c. AESA Foundation Board of Trustees …………………………………………………… 10-11

d. AESA Perspectives Editorial Board …………………………………………………….. 11

5. Continue to Promote Membership Engagement through Affinity Groups ………………… 12

a. AESA Affinity Groups …………………………………………………………………….. 12-13

6. Develop a Marketing Campaign Directed to ALL Members, Beyond the CEO ………….. 14

a. Communication Tools …………………………………………………………………….. 15

Appendices

Appendix A: States Traveled, Members Visited ……………………………………………………. 16

Appendix B: Attendance at AESA National Events ………………………………………………. 17

Appendix C: AESA Team ……………………………………………………………………………… 18

Appendix D: Executives in Residence Program …………………………………………………… 19

Appendix E: Business Partners ………………………………………………………………………. 20

Appendix F: Budget and Financial Summary ……………………………………………………... 21


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Align National and State Programs

to an Annual Association Theme

Leadership

The Executive Council for AESA annually selects a theme. For the second consecutive year,

the Council selected Equity and Opportunity as the theme.

AESA members believe that all students have a right to learn in an environment where

diversity is celebrated, all students are included and instruction is personalized to students’

diverse needs.

We bring our members together within and across states to learn from one another.

Through our national events, regional meetings and affinity groups, we create opportunities

for ESAs and their employees to innovate and collaborate. We will continue to focus on

Equity and Opportunity whenever we collaborate whether that is through our events, face-

to-face meetings or electronically through our affinity groups.

3


2017-18 Events

2017 Summer Leadership Conference – Strategic

Partnering: Leading Strategic Partnerships

Providence, Rhode Island was a great venue to talk about

opportunities through strategic partnerships! Participants

walked away with a framework for strategic partnerships led

by Dr. Duncan Simester from the MIT Sloan School of

Management. Learning also occurred by listening to other

ESAs that have engaged in various types of partnerships.

Plans were developed with Dr. Susan Leddick to implement

their learning as participants returned to their organizations.

2017 Educators’ Call to Action Advocacy Conference

The annual Educators’ Call to Action Federal Advocacy

Conference in Washington D.C. is a unique and important

opportunity for members to explore the hot issues being

discussed in the nation’s capital. Time is reserved for the

participants to speak directly with their congressional

delegation about the issues that are important to the schools in

their region and their ESAs. The conference is strategically

timed to provide updates on critical legislative topics. Equity

and Opportunity continued to be a focus of this year’s

conference.

2017 Annual Conference – From Hope to Change: Equity,

Inclusion & Social Justice

The 2017 annual conference was held in San Antonio, TX.

AESA members attend the annual conference to get new

insights on the challenges and successes other ESAs face in the

planning and delivery of professional learning opportunities for

the educators in their regions. Attendees also go home with

ideas and resources for future service opportunities. Learning

about new innovative trends along with opportunities to

network with members from other ESAs throughout the United

States are added benefits of attending the conference.

4


Advocacy

We believe that authentic relationships and collaboration include diverse voices. AESA’s

effective regional and national networks produce results for the common good. We provide

unbiased leadership in Washington, D.C. for our members. In 2017, AESA specifically

focused its advocacy work on ESAs and the schools they serve.

One example of our advocacy work was the development of a toolkit for Medicaid.

Approximately 50% of all Medicaid recipients are children. Proposals were being advanced

in Congress that would negatively impact local schools and ESAs. AESA members

developed a toolkit which included sample letters for members of Congress, governors and

chief state school officers along with fact sheets that our members could use in their

advocacy efforts. This toolkit is one example of how AESA is committed to advocating for

high-quality education throughout its systems, including the districts they serve and the

students who walk through their doors every day.

Design and Launch

a National Advocacy Campaign

5


2017-18 Policy Priorities

IDEA: The Individuals with Disabilities Education Act (IDEA) was designed to level the

playing field for a historically disadvantaged population—students with disabilities—to

ensure they have equitable access to high-quality educational opportunities. Advocacy

around IDEA relates to both the authorization of the underlying statute and the annual

appropriations process.

FCC/E-Rate: The E-Rate program singlehandedly transformed the role of technology in

ESAs, schools and libraries across the country by supporting the expansion of Internet

connectivity. Given the reality of an ever-growing demand for connectivity and bandwidth,

E-Rate remains a critical element of federal support for ESAs, schools and libraries.

Teacher Shortages: ESAs and the schools they serve are constantly working to ensure

they have the most effective staff they can hire. These efforts are complicated by the more

recent pressure of teacher shortages. AESA remains committed to the broader systemic

conversation about how teachers are trained and supported in both alternative and

traditional certification pathways.

Early Childhood Education: Just as ESAs and the schools they serve must be ready for

the students they enroll, so too must the students be ready— academically, emotionally and

socially—to learn when they enter school.

Every Student Succeeds Act (ESSA): Designed to level the playing field for a

historically disadvantaged population—students in poverty—ESSA represents a significant

return to the empowerment of state and local education agencies and education

professionals as it relates to education, program design and implementation and students.

Secure Rural Schools (SRS): SRS provides funding for ESAs, schools and communities

that find a portion of their land owned by federal parkland. The presence of federal land

means the community has reduced ability to generate property taxes, a common source of

funding for schools, and SRS helps fill some of the void.

Career and Technical Education (CTE): ESAs work to ensure all students graduate

college and career ready. CTE is the backbone of ESAs’ ability to prepare students for a

career or additional career-specific training in the K-12 setting.

6


Initiate AESA Governance Reform to

Reflect Diversity

Leadership

We believe that courageous leadership inspires bold solutions to current and future complex

challenges. We also believe that systemic change requires boundary-spanning leadership.

The AESA Executive Council and Leadership Team understand that a wide range of

perspectives is critical to effective government. All our boards must cast a wide net to

ensure representation from all corners of the country, be it gender, race, generational,

educational experience or accomplishments.

The AESA Foundation Board of Trustees and the editor for the Perspectives Journal have

implemented these leadership changes. Initiating this bold step has resulted in increasing

our members’ representation on these important boards.

AESA added a new membership category for state association executive directors. The state

association executive directors have become an integral part of AESA. Their leadership

was instrumental this year as together we developed a toolkit to fight cutting Medicaid at

the federal and state level. The state leaders also help to structure the agenda for the

annual Federal Advocacy Committee Meeting.

State association executive directors are invited to meet with AESA leadership in a

quarterly video conference network meeting and an annual face-to-face meeting.

7


AESA Executive Council

Jeff West, President

Administrator

Educational Service Unit 13

Scottsbluff, NE

Phoebe Bailey, President-Elect

Director

Southwest Arkansas ESC

Hope, AR

Jerry Maze, Past President

Executive Director

Region XII ESC

Waco, TX

Christopher Rooney

Superintendent of Schools/CEO

Monmouth-Ocean Educational

Services Commission

Tinton Falls, NJ

Jon Sheldahl

Chief Administrator

Heartland Area Education

Agency

Johnston, IA

Jan Hanlon

Executive Director

Regional Education Service

Agency #2

Huntington, WV

David Branch

Superintendent

Muskingum Valley ESC

Zanesville, OH

Jill Broussard

Superintendent

Pinal County

Florence, AZ

Mike Cook

Executive Director

ESSDACK

Hutchinson, KS

John George

Executive Director

Montgomery County

Intermediate Unit 23

Norristown, PA

Nancy Hutchinson

CEO

Kentucky Educational

Development Corp. (KEDC)

Ashland, KY

Suzanne Riley (retired 12/31/17)

Executive Director

Lakes Country Service

Cooperative

Fergus Falls, MN

Jeremy Kovash (replaced Suzanne Riley 1/1/18)

Executive Director

Lakes Country Service

Cooperative

Fergus Falls, MN

Sheryl Weinberg

Executive Director

SERRC-Alaska’s Ed. Resource

Center

Juneau, AK

8


State Association Executive Directors

California California County

Superintendents

Educational Services

Association (CCSESA)

Peter Birdsall

Executive Director

Colorado Colorado BOCES Association

Dale McCall

Executive Director

Iowa Iowa’s Area Education

Agencies

Thomas Lane

Executive Director

Massachusetts Massachusetts Organization

of Educational

Collaboratives (MOEC)

Stephen Theall

Executive Director

Michigan MI Assoc. of

Intermediate School

Administrators (MAISA)

William Miller

Executive Director

Nebraska NE Educational Service

Units Coordinating Council

David Ludwig

Executive Director

New York Boards of Cooperative

Educational Services of

New York State (BOCES

of NY State)

Jessica Cohen

Executive Director

Ohio Ohio Educational Service

Center Association (OESCA)

Craig Burford

Executive Director

Oregon Oregon Association of

Education Service

Districts (OAESD)

Gary Peterson

Executive Director

Pennsylvania Pennsylvania Association of

Intermediate Units (PAIU)

Tom Gluck

Executive Director

Washington WA Association of

Educational Service

Agencies (AESD)

Gene Sharratt

Executive Director

Wisconsin Wisconsin Cooperative

Educational Service Agency

Statewide Network (CSN)

Jesse Harness

Executive Director

9


Phoebe Bailey, President-Elect

Director

Southwest Arkansas ESC

Hope, AR

Jerry Maze, AESA Past President

Executive Director

Region XII ESC

Waco, TX

AESA Foundation Board of Trustees

David Distel, Chair

Superintendent

Hamilton County ESC

Cincinnati, OH

Brian Talbott

Former AESA Executive Director

Chewelah, WA

Laurie Newell, PhD

Superintendent

Essex Regional ESC

Fairfield, NJ

Joseph Crozier

Chief Administrator

Grant Wood AEA 10

Cedar Rapids, IA

Wanda Cook-Robinson

Superintendent

Oakland Schools

Waterford, MI

Stephen Aguirre

Executive Director

High Plains REC

Raton, NM

Susan Leddick

President

Profound Knowledge

Resources, Inc.

Bozeman, MT

Valentina Viletto, Esq.

Director of Community & Gov’t

Relations

Montgomery County IU 23

Norristown, PA

Peter Young

Retired AESA Executive

Director

Branford, CT

Rickey Williams

Deputy Executive Director

Region 10 ESC

Richardson, TX

Mike Cook

Executive Director

ESSDACK

Hutchinson, KS

Jeff West, AESA President

Administrator

Educational Service Unit 13

Scottsbluff, NE

10


AESA Perspectives Editorial Board

Scott Menzel, Editor

Superintendent

Michigan

Jerry Maze

Executive Director

Texas

Southern Region

Chris Moddelmog

Executive Director

Kansas

Western Region

Paula Vincent

Retired

Iowa

Central Region

Joan Schuman

Retired

Massachusetts

Eastern Region

Craig Burford

Executive Director

Ohio

Eastern Region

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Continue to Promote Membership

Engagement through Affinity Groups

Networking

We believe that lifelong learning founded on evidence-based practices leads to

continuous improvement for all learners.

Affinity Groups support our members as they broaden their professional networks. These

groups are open to any employee whose ESA is a member of AESA. Affinity Groups are

formed around common interests or issues. Affinity Groups provide AESA members with

a place to discuss common challenges and to support each other. It is a place for ESA

professionals to hone their skills and to tap into an online network of peers to advise,

share and support each other’s work. Participants don’t have to travel, commit lots of

time or be limited to professionals in their state or region. Meetings occur electronically

throughout the year.

AESA Affinity Groups:

Blended/Personalized Learning focuses on the instructional landscape that has

changed as it moves from a traditional teacher-led model toward various student-centered

models of blended and personalized learning. Participants will share ideas and approaches

about how ESAs can support this changing landscape, particularly around ESA services that

support schools and promote the shift of instructional practice around these 21st century

pedagogies.

12


Communications/PR is a professional learning community supporting those individuals

at ESAs around the country that have a job function, interest, or expertise related to

marketing, branding, communications, social media, design, public relations, and the like! We

work together to address common issues and to share what we are doing to get the word out

to members about programs and services.

Ed-Fi Alliance use by ESAs is an Affinity Group that meets to discuss the deployment of

the open-source data standard Ed-Fi by ESAs. Ed-Fi is a nationally adopted data standard

that supports a data store and early warning dashboard and is in use in more than 30 states.

Ed-Fi enables faster sharing through its use of a data standard which provides a pre-agreed

data structure that vendors, systems and databases can all use to make the movement of data

more seamless and powerful.

Entrepreneurialism keeps the focus on building stronger ESAs through

entrepreneurship by exploring business models and service opportunities that generate and

diversify revenue. Group members share best practices, strategies, and resources to design

financially viable programs and services that bring value and innovative solutions to ESA

members.

Equity, Inclusion and Social Justice is a place to share your ESA’s work around

equity, inclusion and social justice. This Affinity Group is for AESA members interested

in sharing resources, new learning and successes around this topic.

New CEO Affinity Group supports new CEOs and fairly new CEOs. If

you are looking to network with other leaders new to the ESA leadership

role, then this Affinity Group is for you! The purpose of this Affinity Group is to connect new

CEOs with one another for the purpose of networking, benchmarking, learning, problem

solving and resource acquisition.

Open Education Resource (OER) supports the ever-changing instructional

landscape as it moves from a traditional paper textbook and materials toward various Open

Education Resource (OER) materials for online and face-to-face instruction. Participants will

share ideas and approaches about how ESAs can support this changing landscape,

particularly around ESA services that support schools and promote the shift of instructional

practice around these 21st century pedagogies.

Program Evaluation focuses their work on exploring ways of quantifying the impact of

professional learning in education settings. This Affinity Group provides AESA members with

a network of practitioners committed to the ongoing improvement of their professional

learning and other offerings.

Special Education Service Providers Think Tank is for interested

special education director/coordinators that want to connect quarterly to share their successes,

challenges, trends and innovative ideas related to the delivery of special education services.

Participation in this national forum will offer ESA leaders’ insights related to the provision of

cutting edge special education service to anticipate and meet the needs of their clients.

Visible Leadership supports leaders who deal with rapidly changing

demographics of students and families across our country; while simultaneously,

infrastructure and financing of ESAs is often in flux. Diversity in clientele served, and in

business and office operations, demands steadfast leadership that is nimble and responsive.

Participants are empowered to lead their teams in the design and delivery of innovative

solutions.

13


Develop a Marketing Campaign

Directed to ALL Members,

Beyond the CEO

Networking

We are committed to achieving equity in learning by actively working to eliminate

disparities and inequities.

AESA is a professional organization that is open to all employees and board members of

our member ESAs. This is an organization-wide membership. Once your organization is

a member of AESA, everyone within that organization has access to our services. AESA

invites all our members to participate in our events, shared learning opportunities and

advocacy efforts.

11 14


Communications Tools

AESA Online News is bi-weekly newsletter that is delivered directly to our members’

inboxes. It includes news from AESA about upcoming events, federal advocacy, and

spotlights the work of our members and our business partners.

Perspectives Journal publishes monthly articles for an annual journal reflecting needs,

policies, research and other issues affecting ESAs. ESAs around the country benefit from

the depth of experience and expertise of these leaders. This year the editorial board

added a new feature which allows our members to comment on published articles, which

allows for authentic engagement with our members!

Social media continues to grow as an important communication tool

for our members. Join us on twitter @AESANetwork and be sure to

like us on Facebook!

15


AESA’s Leadership Team visited 38 states plus D.C.

Appendix A

States Traveled, Members Visited

16


Appendix B

Attendance at AESA National Events

Event Number of

Attendees

Number

Increase

%

Increase

2016 Summer Leadership Conference 127

2017 Summer Leadership Conference 163 36 28.35%

2016 Educators’ Call to Action 54

2017 Educators’ Call to Action 67 13 24.07%

2016 Annual Conference 819

2017 Annual Conference 822 3* 0.37%

Annual Conference Attendance Details:

Type 2016 2017

Regular Attendees 695 700

Business Partners 21 42

Exhibitors* 103 80

Total 819 822

*2016 Exhibitors were allowed to bring 4 people per booth, that changed in 2017 to 2 people per

booth.

17


Appendix C

AESA Team

Executive Team

Executive Director

Joan Wade, ED.D.

920-420-8822

[email protected]

Chief Operations Officer

John Bass

806-290-3092

[email protected]

Administrative Services Executive

Ann Fiene

715-966-1688

[email protected]

AEPA Executive Director

George Wilson

270-996-8970

[email protected]

Consulting Team

Meetings Management Services

Dyanne Hughes

904-624-0940

[email protected]

Communications Services

Dorreen Dembski

262-689-9891

[email protected]

Business Services Director

Mat Dutkiewicz

513-236-5861

[email protected]

Business Services Director

Pete Titone

541-359-9270

[email protected]

Assoc. Executive Director,

Policy & Advocacy

Noelle Ellerson Ng

703-774-6935

[email protected]

18


The Executives in Residence Program is a yearlong, performance-based opportunity that:

• includes a strong mentor component by CEOs of the council and host organizations;

• provides access to a variety of leadership experiences;

• and works in a cohort model providing national networking and communication.

The program commencing in July of each year will prepare our next generation of CEOs

with the needed skills. We look forward to your application to this opportunity in leadership

in the fastest growing education sector in our community.

The Director of the Executives in Residence Program is Cliff

Carmody. Cliff is the Executive Director of the South West/West Central

Service Cooperative in Marshall, Minnesota.

2017-2018 Executives in Residence Program Participants:

Name Position Organization City, State

Nick Brown Senior Director ESC Region 12 Waco, TX

Jana Burns Director Region 10 ESC Saginaw, TX

Andrew Eyres Asst. Superintendent Capital Region ESD

113

Tumwater, WA

Timothy Howes Asst. Executive Director ACES North Haven, CT

Corey McCook Director of Special

Services

Monmouth-Ocean

Educational Services

Commission

Tinton Falls, NJ

Dr. Joseph Sciullo Student Services Director Westmoreland

Intermediate Unit

Monroeville, PA

Tammy Stahl Director of Human

Resources

SW/West Central

Service Cooperative

Marshall, MN

Sherry Zubeck Dir. Of ECH & Special

Education Services

Intermediate Unit 13 Lancaster, PA

Appendix D

Executives in Residence

19


Appendix E

Business Partners

20


Appendix F

Budget and Financial Summary

2017-18 Budget and Financial Summary

Income 2017-18

Revenues (Projected)

Membership Fees $268,505

Business Partners/Sponsors $562,798

National Events $ 68,946

Other $162,806

Total Revenues $1,063,055

Expenses

Personnel/Contracted Staff $663,933

Other Operating Expenses $268,027

Total Expenses $931,960

21

www.aesa.us @AESANetwork 4031 FM 1463 Road, Suite 40-282, Katy, TX 77494 (832) 437-8231

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